Welcome to your go-to guide on Monitor!

Monitor allows you to have a multi-content stream view across your searches, tags, and RSS feeds. These content streams within Monitor are where you view and take action on the content generated from your searches.

This guide below will cover the following topics:


Setting up your Monitor

  1. Select Monitor from the left side navigation bar, or click here. This will take you to the Monitor Homepage.

2. Click the '+' or Add content to get started.

3. Click into the stream (one, two, three, four or five). When in the stream, select from

your saved searches. Searches are organized by Labels, Explore Search, News,

Social, Broadcast, RSS Feeds, and Tags. You can select up to 5 saved searches

per Stream.

4. Click Ok

Now that the monitoring view is ready - you need to 'SAVE' in order to go back to this view.

Monitor views can be saved, using the save icon in the top left corner.

5. Select Save, then Save as and type in the name of your saved monitor view.

Saved views will appear under a the ALL VIEWS label in the drop-down. Notice also the RECENT and ACTIONS sections. Under ACTIONS, you can create new views, rename the current view, as well as manage all saved views. Views are shared between all users of an account, like saved filter sets.

Protip: You could set up each one of your 5 available content streams to display omnichannel content, meaning Social, News, and Broadcast, all in one view!

Your monitor streams will appear as the below:


Edit an existing content stream

Now that you have your monitor created - you may want to edit your stream to change your selected saved searches or add additional ones. In order to do so, follow the steps below:

  1. Select the '+' Add Icon in the upper left hand side of the content stream

  2. Using the tick boxes, select up to five (5) content sources from across searches, tags, and RSS feeds for this stream

  3. Click OK to save your changes

Protip: You can click into each inputs listed at the top of the stream to open a drop-down menu, allowing for editing a specific input in the stream.


Adding Additional Streams

In order to add additional streams to your monitor - follow the steps outlined below:

Option 1:

  1. Click into the '+' column beside the content stream

  2. Select the Searches, RSS Feeds, or Tags to be displayed within your additional content stream

  3. Select Ok

  4. You can repeat this process to add up to three streams. 2 additional streams can be added using Option 2 steps (totaling 5).

Option 2:

  1. Select 'Add streams' in the upper right hand corner

  2. Select the Searches, RSS Feeds, or Tags to be displayed within your additional content stream

  3. Select Ok

  4. You can repeat this process to add up to five streams

Protip: your Monitor is unique to your user. If another team member wants their Monitor customized a different way, they can, with no impact to yours!


Saving a Monitoring View

Monitor views can be saved, using the save icon in the top left corner

  1. Select Save, then Save as and type in the name of your saved monitor view.

Saved views will appear under a the ALL VIEWS label in the drop-down. Notice also the RECENT and ACTIONS sections. Under ACTIONS, you can create new views, rename the current view, as well as manage all saved views. Views are shared between all users of an account, like saved filter sets.


Using the 'Favorite' Pin

You can designate any search, tag, RSS feed or saved monitoring view as a “favorite,” pinning that asset to the top of Monitor’s drop-down menu.

The ‘Favorites’ feature allows you to focus on desired outcomes, helping you:

  • Narrow down results of your searches or views based on upcoming projects.

  • Identify emerging issues quickly and early so they may be addressed before they evolve into a crisis. Sometimes, it really is a matter of seconds.

  • Context switch faster than ever, supporting your subject-matter expertise for your clients or in-house stakeholders.

  • Take advantage of a rapid and flexible workflow by defining an ordered list of your most important searches, Views, tags or RSS feeds.

To use:

  1. Click on your view and from the dropdown menu, hover over searches you want to select from the list. Click on the star icon that appears to pin that search or other item to the top of the dropdown menu.

2. To remove an item from the ‘Favorites list,’ simply click on the star icon again for that item.


Content actions and displays

The action icons within the header on each of your content streams help you to sort and manage your content.

These icons include:

🔍 Find - Clicking on the Find option's magnifying glass icon will open up a text bar; the 25 articles that have loaded in the content stream below will automatically filter by keywords entered in the search bar.

⬇ Export Content - Choose to download a CSV of the coverage you've selected. To learn more about this export option, please review this article here.

Sort - Learn more about these options below.

Display - Choose between Default and Compact. Compact provides more content per stream without scrolling by removing all details except the title and preview message.

Ellipses Menu

  • Duplicate Settings - Choose to group the items within your content stream by 'exact matches', 'similar matches', or 'don't group items'. Learn more about these options below.

  • Hidden Articles - This will display any articles that have been hidden by users on your account.


If you hover over an article, the Action options include:

Content Analysis Card - helps you qualify and identify relevant content faster by surfacing the top entities, entity-level sentiment, author profile, and Twitter engagement in one consolidated view. Learn more here.

Note: This is only available in editorial content w/ reach & twitter posts.

↗ Open in a new tab - loads the full page of the content within a new browser tab

Tag - Tags can be used as archive folders to group all types of documents and can then be used for dashboard reporting, distributing newsletters, and sharing content to your website newsfeed.

The ellipses include all of the sharing options for an individual article:

  • Share (via email)

  • Post to Twitter

  • Post to Facebook

  • Post to LinkedIn

  • Create an impact report

  • Translate

  • Hide


If more than one article is selected, the Bulk Action options include:

Sentiment - Allowing you to change the positive, neutral or negative rating assigned to the selected articles. This change will be reflected on the same articles when used within your reporting, tags, and exports

Share - This allows you to share the article via email to another email address. To learn more about ways to share articles within the system, please review this article here.

Tag - Tags can be used as archive folders to group all types of documents and can then be used for dashboard reporting, distributing newsletters, and share content to your website newsfeed.

Hide - Removes the article selected from your results across the whole platform. Note that this includes other searches and reporting.

Export Content

Choose to download a CSV of the coverage you've selected. To learn more about this export option, please review this article here.

Choose to download a PDF of coverage you've selected.


Mini Profiles: Media Relations Contacts & Twitter Authors

You can easily retrieve important information about authors directly from the content stream. By clicking on the name of journalists in our contact database and Twitter authors.

You will get the highlights about that author, including:

  • Author/contact audience size

  • List of the recent articles that they have written

  • Interest topics (usually indicates their area of expertise)

  • Author social handles across other platforms, including YouTube, Instagram and TikTok

  • Contact information (email address, phone number, physical address and more)

To View a Mini Profile:

Simply click an applicable author name in the document card /mention in the content stream to expand the mini profile.

Journalist or Contact Example:

Twitter Authors Example:


Sorting Options

By default, the content stream is sorted chronologically. Meltwater offers different options that allow you to change the way content is sorted.

You can sort by:

  • Date: displays the most recent items first.

  • Country: displays the most recent countries first.

  • Sentiment: groups and displays by Positive, Neutral, Negative, Not Rated.

  • Language: groups and displays by most recent language first.

  • Reach: displays the items with the highest viewership on top.

  • Relevance: displays the most applicable items first. Relevance is based on an algorithm that takes the prominence, reach, and age of the article into account.

  • Geo: displays items by their country (the country is listed in the header of the item; some items may not be associated with one particular country).

  • Relevance: displays the most applicable items first. Relevance is based on an algorithm that takes the prominence, reach, and age of the article into account.

  • Engagement: displays items that have the highest aggregated engagement numbers

  • Prominence: displays items by term frequency. Term frequency means how many times a particular word appears in a text, divided by how many words exist in the text.

  • Social Echo: displays items that have the highest social echo. Social Echo is the number of Twitter and Facebook shares of an editorial article.

Checking the box for Ascending will reverse the order of sorting for the chosen sorting option.

Sorting options always default back to date (most recent displayed first) when you change your search.


Groupings

Similar articles are documents that have essentially the same content. Documents with the same exact title are also grouped. Examples include:

  • Documents with a slightly different title, but essentially the same content in the body

  • Documents that have essentially the same content in the body, but one document may have one or two additional paragraphs.

Exact articles are documents with the same exact title (including punctuation, capitalization).

The Display settings you have selected will be applied on all content streams until you change them again.


Reach and Social Echo

At the bottom of each articles' display, we also provide additional details about the audience this article has spread to via Reach and Social Echo.

Reach estimates the potential viewership of any particular article based on the number of monthly unique visitors to the specific source. For further details, please review our help center article on Reach here.

Social Echo provides you with an overview of the impact a particular editorial article had across social channels. Please review this article here for further details on the Social Echo feature and incorporating this information into your reporting dashboards.


Tool Bar

In the top right-hand corner of Monitor, there are four options on the toolbar.

  1. Date Range

  2. Refresh

  3. Create

  4. Add Streams

Date Range

Select the date range that is right for you. This will apply to all streams and will be persisted among different searches. Remember to save any new selections against your views, if needed. Choose from one of the available options.

NOTE: Since last viewed date picker option displays only the content from the last time you viewed a particular search, tag, RSS feed, or saved View in the Monitor. This allows you to quickly see the newest mentions whether toggling from search to search or carrying out routine media monitoring with a particular search, tag, RSS feed, or saved View.

Refresh

Click to refresh all of your streams at once, allowing new content to update in each!

Create

Create a Digest Report - Digests are automated email distributions with the latest content results from your saved searches in your monitors. Learn More.

Create Alerts - When viewing content in Monitor, the ‘Create alerts’ feature allows you to quickly set up relevant alerts, all from Monitor. Learn More.

Add Streams

Add additional streams, up to 5.


💡 Tip

Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.

Find answers and get help from Meltwater Support and Community Experts.


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